Sending campaigns

Introduction

Campaigns let you send proactive messages to your contacts or website visitors. Instead of waiting for customers to reach out, you can initiate conversations, share announcements, promote offers, or re-engage inactive users. All from within Deskwoot. Whether you're running a one-time outreach or targeting visitors browsing your site in real time, campaigns help you stay one step ahead.

Creating a Campaign

Follow these steps to set up and send a campaign:

1. Navigate to Campaigns. Open the Campaigns section from the main sidebar in your Deskwoot dashboard.
2. Click "New Campaign". This opens the campaign creation form.
3. Choose the campaign type. Select the type that matches your goal (for example, a one-off message to contacts or an ongoing message triggered for website visitors).
4. Select the inbox. Pick the inbox through which the campaign messages will be sent. Make sure the inbox is active and properly configured.
5. Write your message. Compose clear, concise content. Personalize it where possible to improve engagement.
6. Choose your target audience. Define who will receive the campaign. You can target specific contact segments or website visitors based on available filters.
7. Review and send. Double-check every detail, then launch your campaign.

Best-Practice Tips

• Keep messages short and relevant. Proactive messages perform best when they feel helpful rather than intrusive. Aim for one clear call to action per campaign.
• Segment your audience. Sending the same message to everyone reduces impact. Narrow your audience so the content feels personalized.
• Test before sending at scale. Send the campaign to a small group or to yourself first to verify formatting, links, and tone.
• Time it wisely. Consider your audience's time zone and activity patterns. Avoid sending campaigns during off-hours when engagement is typically low.

Common Pitfalls & Troubleshooting

• Campaign not appearing: Verify that the selected inbox is active and that the target audience criteria match at least some existing contacts or visitors.
• Low engagement: Review your message content. Vague or overly promotional messages tend to be ignored. Try refining your copy and narrowing the audience.
• Duplicate messages: Ensure you haven't created multiple campaigns targeting the same audience with similar triggers. Check your active campaigns list to avoid overlap.

Frequently Asked Questions

Can I edit a campaign after it has been sent?

Once a campaign has been delivered, the sent messages cannot be altered. However, you can update or duplicate the campaign for future sends with revised content.

What is the difference between campaign types?

Campaign types determine how and when messages are delivered. Some types target existing contacts with a one-time message, while others display messages to website visitors based on specific conditions. Choose the type that aligns with your outreach goal.

Will replies to campaign messages appear in my inbox?

Yes. When a recipient responds to a campaign message, the reply appears as a new conversation in the inbox you selected during campaign creation, so your team can continue the conversation seamlessly.